ADJUTANT - Web Portal

Modified on Thu, 16 Feb 2012 16:42 by Greg Andrews — Categorized as: CRM, KPI

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HOW TOs
   How to Copy Page Settings from One User to Another
   How to Export User Settings
   How to Import User Page Settings

HOW TOs¶

How to Copy Page Settings from One User to Another¶

Click on the Setup page button

Go to Application Setup >> Copy Page Settings at the bottom menu bar

Select users from the People Lookuplink or by typing in their name (a pop-up window will appear).

Main User is the person being copied from and the User 2 is the person copying to

Click Copy Settings after selecting users

The Main User's pages will be copied over to the other user's web portal.

How to Export User Settings¶

The Export and Import Page Settings features can be used to export one user's pages and then import them into another.

The advantage of the export/import feature over the Copy Settings feature is that you can select which pages to export/import and also include a user's default function header settings.

Click on the Setup page button

Go to Application Setup >> Export Page Settings

Select User and the Page(s) from the Export Page Settings

Click Export Settings after making the selections

Right Click on the success message and save the link

How to Import User Page Settings¶

Click on the Setup page button

Go to Application Setup >> Import Page Setting at the bottom menu bar

Select User and the XML file from the Import Page Settings

Check the box to replace the existing file (Leave the box unchecked to add as a new file)

Export Success screen